Andra AP fonden Increases Position in Lowe’s Companies, Inc. $LOW

Andra AP fonden boosted its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 6.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 253,700 shares of the home improvement retailer’s stock after purchasing an additional 15,500 shares during the period. Lowe’s Companies comprises 0.8% of Andra AP fonden’s portfolio, making the stock its 14th largest position. Andra AP fonden’s holdings in Lowe’s Companies were worth $63,757,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of LOW. Vanguard Group Inc. grew its position in shares of Lowe’s Companies by 0.6% during the third quarter. Vanguard Group Inc. now owns 55,306,162 shares of the home improvement retailer’s stock worth $13,898,992,000 after buying an additional 329,807 shares in the last quarter. State Street Corp raised its holdings in Lowe’s Companies by 0.8% in the second quarter. State Street Corp now owns 24,911,775 shares of the home improvement retailer’s stock valued at $5,527,176,000 after acquiring an additional 207,826 shares in the last quarter. Geode Capital Management LLC boosted its stake in Lowe’s Companies by 0.3% during the 2nd quarter. Geode Capital Management LLC now owns 12,351,783 shares of the home improvement retailer’s stock valued at $2,732,049,000 after acquiring an additional 42,190 shares during the last quarter. Norges Bank bought a new position in Lowe’s Companies during the 2nd quarter valued at $1,773,624,000. Finally, Bank of New York Mellon Corp grew its holdings in Lowe’s Companies by 12.1% during the 3rd quarter. Bank of New York Mellon Corp now owns 4,294,776 shares of the home improvement retailer’s stock worth $1,079,320,000 after acquiring an additional 463,012 shares in the last quarter. Institutional investors and hedge funds own 74.06% of the company’s stock.

Analyst Ratings Changes

LOW has been the topic of a number of recent analyst reports. Guggenheim upped their target price on shares of Lowe’s Companies from $280.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday. Argus lowered their price objective on Lowe’s Companies from $290.00 to $286.00 and set a “buy” rating for the company in a report on Tuesday, December 2nd. Oppenheimer cut their price objective on Lowe’s Companies from $320.00 to $315.00 and set an “outperform” rating on the stock in a research note on Friday, December 5th. Rothschild & Co Redburn lifted their target price on Lowe’s Companies from $280.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Mizuho dropped their price target on Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. Twenty-one equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $290.86.

Lowe’s Companies Trading Up 0.6%

Shares of NYSE:LOW opened at $264.69 on Friday. The firm’s 50 day moving average is $266.42 and its two-hundred day moving average is $254.31. Lowe’s Companies, Inc. has a 52 week low of $206.38 and a 52 week high of $293.06. The firm has a market capitalization of $148.48 billion, a P/E ratio of 22.34, a PEG ratio of 4.24 and a beta of 0.97.

Lowe’s Companies (NYSE:LOW) last issued its quarterly earnings data on Wednesday, February 25th. The home improvement retailer reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.04. Lowe’s Companies had a negative return on equity of 61.40% and a net margin of 7.71%.The business had revenue of $20.58 billion during the quarter, compared to analyst estimates of $20.34 billion. During the same period in the prior year, the company posted $1.93 EPS. The business’s revenue for the quarter was up 10.9% compared to the same quarter last year. Lowe’s Companies has set its FY 2026 guidance at 12.250-12.75 EPS. Analysts predict that Lowe’s Companies, Inc. will post 11.9 EPS for the current year.

More Lowe’s Companies News

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Q4 beat — Lowe’s reported adjusted EPS of $1.98 and revenue of $20.58B (+10.9% YoY), driven by Pro, online and Home Services strength; the quarter exceeded Street estimates and shows resilience despite a weak housing market. Lowe’s Q4 Earnings Show Resilience
• Positive Sentiment: Falling mortgage rates could lift future demand — the 30‑year mortgage dipping below 6% is a catalyst for spring home sales and higher renovation activity, a medium-term tailwind for Lowe’s ticket sizes and traffic. Mortgage Rates Fall Below 6%
• Positive Sentiment: Analyst support — several firms raised price targets (Goldman, Guggenheim, Wells Fargo, Rothschild/Telsey) and maintained buy/outperform ratings, signalling investor conviction that Lowe’s execution and Pro pivot justify upside. Analyst Price Target Changes
• Neutral Sentiment: Productivity & AI initiatives — management targets $1B of productivity gains in FY2026 and highlights AI tools easing operational issues; these actions could expand margins over time but require execution. Lowe’s Aims for $1B in Productivity
• Neutral Sentiment: Corporate reset / layoffs — Lowe’s is cutting ~600 corporate roles and reshaping the organization to focus on stores, Pro and digital; cost discipline is positive long term but is a short-term headwind and PR risk. Corporate Restructure Coverage
• Negative Sentiment: Soft FY2026 guidance — management issued conservative full‑year sales/profit outlook (flat-to-higher comps commentary) and flagged continued housing weakness, which triggered the initial post‑earnings selloff and remains the primary near‑term risk. Reuters: Lowe’s Guidance & Reaction
• Negative Sentiment: Short-term bearish signals — elevated put option activity and commentary from some strategists advising caution (multi-factor sell calls) suggest increased hedging and speculative downside pressure in the near term.

Insider Activity

In other news, CEO Marvin R. Ellison sold 18,000 shares of the firm’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $261.17, for a total transaction of $4,701,060.00. Following the transaction, the chief executive officer directly owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Profile

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.